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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,461 | $127,387+3.2% | $115,038+14.3% | $125,389+4.8% |
| Participation rate | 45.5% | 84.2%-38.7pp | 81.4%-35.9pp | 83.2%-37.7pp |
| Annual return | -3.68% | 31.28%-35.0pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,685 | $5,166-67.4% | $4,608-63.4% | $4,866-65.4% |
| Participant deferral / active EE | $7,982 | $6,423+24.3% | $6,026+32.4% | $5,352+49.1% |
| Admin fee / account holder | $1,730 | $9,516-81.8% | $8,175-78.8% | $9,541-81.9% |